Business leader well versed in financial analysis, negotiations, risk and talent management who understands the intricacies necessary to successfully guide an organization toward achieving its goals. Career accomplishments fall within the legal, banking and healthcare professions with successful experience dealing with the challenges confronting public, private and non-profit organizations.

Dan's work with Loeb Leadership involves leveraging his professional experience, consulting and coaching expertise to help clients remove obstacles to career transition or career progression and instead focus and develop specific action steps to achieve well thought out intentional professional and personal goals.

Dan’s Executive Coaching and Leadership Facilitation work with Coach Adviser focuses on assisting clients in becoming more effective leaders. His diverse background enables Dan to work with clients across a wide range of industries providing his clients challenging and objective feedback and the opportunity to establish multiple pathways toward success.

Direct finance and administrative initiatives for a law office representing national and international clients in corporate and litigation matters of critical importance. Acting member of the firm’s Steering Committee with a strategic focus toward unifying, streamlining and integrating firm-wide procedures and systems. Local accomplishments include planning and overseeing the successful relocation of the office savings the firm significant leasing costs due to a thirty percent reduction in office space. The project includes leading industry considerations such as “open office concepts”, “flexible space”, “standardize offices”, “touchdown” space for visitors and the maximization and use of available new technologies. Continuing to maximize coaching and leadership skills motivating staff to optimize their own efficiencies bringing the office to the forefront of the firm’s operating standards.

Utilized GAAP and FASB knowledge to draft, implement and direct the strategic plan that enabled the successful turnaround of this health care facility. In role of CFO supervised all administrative, fiscal, grant management, information systems, Board financial presentations and annual audits. Facilitated and improved the organization’s relationship with federal and state agencies resulting in the continuance of primary funding sources and the satisfaction of unfunded obligations. Performed acquisition due diligence while planning and budgeting initiatives lead to the elimination of reportable accounting conditions and the expansion of healthcare services.

Performed risk management analysis on “troubled “ and non-performing assets presenting quarterly recommendations to the bank’s executive credit committee. Developed keen analytical and negotiating skills while maintaining a caseload of forty active litigation matters each requiring a concise and definitive resolution. Over the five-year period, personal efforts resulted in a $100 million dollar reduction toward the bank’s overall non-performing asset base.

Provided financial analysis on a $100 million loan portfolio while cross-selling non-credit and investment products. Completed formal credit analysis training and developed $20 million in new business while providing commercial loan training to eighteen branch managers with oversight for all commercial loan revenues and expenses.

Managed a $30 million branch office with key accomplishment including a 20% increase in market share and leading the office from the bottom tier of corporate performers to the top tier in terms of sales and operations. Coordinated the implementation of a new customer service program throughout a statewide branch network known as the “Model Branch Concept”.